Sector report: Is China keeping you up at night?

SECTOR REPORT

clock • 8 min read

There are good reasons why investors in the Asia Pacific ex Japan sector may be experiencing sleepless nights. None are to do with the muggy British weather of late. Paul Burgin reports.

The main concern for Asian equity investors at the moment is central bank policy. It now seems clear that quantitative easing (QE) will end at some point. Yet recent comments from the Fed and the European Central Bank, coupled with actions by the People's Bank of China, have left investors wondering when, in which direction, and how far, monetary policies will shift. The second concern is the slowing of the Chinese economy and its immediate impact on neighbouring countries. The weak US recovery and continued sluggishness in Europe are of little comfort either. Meanwhile, the final wor...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

Partner Insight: Tariffs are here to stay. What's next for investors?

Partner Insight: Tariffs are here to stay. What's next for investors?

The current outlook for US tariffs is complex and their full impact on growth remains to be seen. Columbia Threadneedle Investments explores what advisers need to know, key events to keep top of mind and how to navigate the uncertainty.

Columbia Threadneedle Investments
clock 23 October 2025 • 5 min read
IFS: Reeves must plug £22bn fiscal hole to restore 'tiny' headroom

IFS: Reeves must plug £22bn fiscal hole to restore 'tiny' headroom

Think tank urges chancellor to avoid 'limping from one forecast to the next'

Linus Uhlig
clock 16 October 2025 • 2 min read
Why higher bond yields aren't causing a Mini-Budget meltdown

Why higher bond yields aren't causing a Mini-Budget meltdown

'One thing we know about Rachel Reeves is she will live or die by her fiscal rules'

Laith Khalaf
clock 07 October 2025 • 5 min read